UBS Wealth Management USA announced that Christopher Toregas, CFP, has joined the firm as a Managing Director and Senior Portfolio Manager in the Century City office. Toregas and his team joined the firm’s Los Angeles Market, managed by Market Executive Lauren Gorsche and Market Director Kreg Pearless.
Toregas brings over 13 years of wealth management experience to UBS and his team. Toregas Wealth Management offers personalized wealth management help for corporate executives, entrepreneurs, and successful individuals in the entertainment industry. They work with families across the country, with a distinct focus on New York and Southern California. Team Administrator Stephanie Ellor also joins Toregas.
Toregas joins from Morgan Stanley, where he founded and led the Next-Gen Wealth Management group in New York City before opening his team’s West Coast office.
KEY QUOTE:
“As one of the fastest growing Financial Advisors in the country, Christopher works with some of the most successful families in Southern California, New York City and beyond. Christopher and his team have deep expertise in helping families navigate the pre-liquidity planning process. Their dedication to clients and rapid growth over the years will be a great addition to our business, and we are proud to welcome them to UBS.”
- Kreg Pearless, UBS Los Angeles Market Director
